Andersons 대차대조표 건전성
재무 건전성 기준 점검 5/6
Andersons 의 총 주주 지분은 $1.4B 이고 총 부채는 $900.8M, 이는 부채 대 자기자본 비율을 66.4% 로 가져옵니다. 총자산과 총부채는 각각 $3.5B 및 $2.1B 입니다. Andersons 의 EBIT는 $167.8M 이며 이자보상배율은 3.3 입니다. $66.5M 의 현금 및 단기 투자금을 보유하고 있습니다.
핵심 정보
66.35%
부채/자본 비율
US$900.77m
부채
| 이자보상배율 | 3.3x |
| 현금 | US$66.55m |
| 자본 | US$1.36b |
| 총부채 | US$2.12b |
| 총자산 | US$3.47b |
최근 재무 건전성 업데이트
Recent updates
ANDE: Renewable Credits And Vertically Integrated Ethanol Platform Will Shape Upside Potential
Analysts now see fair value for Andersons closer to $85, up from $75, citing recent price target increases that highlight strong recent earnings in Renewables, support from 45-Z credits, and perceived benefits from the company's vertically integrated exposure to U.S. ethanol and renewable feedstocks. Analyst Commentary Recent Street research on Andersons has been generally constructive, with several firms highlighting the company's vertically integrated model in U.S. ethanol and renewable feedstocks, as well as the contribution from 45-Z credits to recent earnings.Earnings Beat: The Andersons, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
Last week, you might have seen that The Andersons, Inc. ( NASDAQ:ANDE ) released its quarterly result to the market...ANDE: Future Returns Will Rely On Ethanol Credits And Vertically Integrated Renewables
Andersons' analyst fair value estimate has shifted from about $80 to roughly $88, with analysts pointing to recent price target increases to $90 and $110, supported by stronger Renewables earnings, 45-Z credits, and the company's vertically integrated exposure to ethanol and renewable feedstocks. Analyst Commentary Recent research on Andersons focuses on how Renewables earnings, 45-Z credits, and its vertically integrated ethanol and renewable feedstocks operations feed into the new fair value views.The Andersons: Contrarian View After Re-Rating Is Fully Priced
Summary The Andersons, Inc. is a well-managed, historic Midwest industrial company now trading above intrinsic value at $78 per share. Recent catalysts—full ethanol ownership, 45Z tax credits, and operational efficiencies—are fully priced in, with mid-cycle fair value estimated at $65–$75. Agribusiness faces headwinds from declining corn acreage and production, while Renewables benefits temporarily from legislative tailwinds and export strength. I rate ANDE a Take Profits at $78, preferring to re-enter in the mid-$60s where risk/reward becomes attractive again. Read the full article on Seeking AlphaANDE: Vertically Integrated Ethanol And Renewable Feedstocks Exposure Will Drive Future Upside
The analyst fair value estimate for Andersons has shifted from $75 to $90 as analysts cite its vertically integrated exposure to U.S. ethanol and renewable feedstocks, along with a more constructive backdrop for ethanol, as key supports for higher price targets. Analyst Commentary Bullish analysts see Andersons as a way to gain exposure to U.S. ethanol and renewable feedstocks through a vertically integrated platform, and recent research points to this structure as a key driver behind higher fair value estimates.ANDE: Future Returns Will Rely On Ethanol Macro Tailwinds And Cost Discipline
Analysts have lifted their fair value estimate for Andersons from $75 to $80, citing recent research that highlights the company's vertically integrated exposure to U.S. ethanol and renewable feedstocks, as well as a more constructive outlook for its end markets, as reasons for aligning price targets higher. Analyst Commentary Recent research on Andersons focuses on how the company’s vertically integrated model in U.S. ethanol and renewable feedstocks could influence its valuation, execution risk, and long term growth profile.Andersons (ANDE) Stock Could Be 7.7% Undervalued After Analyst Estimate Increase
Benchmark's Benjamin Klieve recently reiterated a positive view on Andersons (ANDE) and raised earnings estimates after management outlined a supportive macro backdrop and growth opportunities during a non-deal roadshow with investors. See our latest analysis for Andersons. At a share price of $69.21, Andersons has given investors a year to date share price return of 30.46%, while its 1 year total shareholder return of 89.30% and 5 year total shareholder return of 150.23% point to momentum...ANDE: Higher Price Outlook And Stable Fair Value Will Shape Balanced View
Analysts have raised their price target on Andersons by $15, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E as the main reasons for the revised outlook. What's in the News No recent company specific news items were provided in the sources above.ANDE: Higher Future P/E And Raised Fair Value Will Shape Balanced Outlook
Analysts have raised their price target on Andersons from $60 to $75, citing updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E to support the higher valuation. Analyst Commentary While the latest price target move reflects updated valuation work, some bearish analysts remain cautious and flag several risk areas that could limit upside if they materialize.ANDE: Future Returns Will Rely On Renewables Strength And Expense Discipline
The analyst price target for Andersons has increased by $9 to $75, as analysts cite record Q4 earnings, stronger Renewables profits, lower expenses, and what they describe as exceptionally high visibility into the business. Analyst Commentary Bullish Takeaways Bullish analysts point to record Q4 earnings as support for a higher valuation range, arguing that the recent results give more confidence in current earnings power.ANDE: Future Returns Will Depend On Renewables Execution And Cost Control Balance
Analysts increased their price target on Andersons to $75 from $65, citing strong Renewables pre tax profits and lower other expenses that more than offset softer Agribusiness results in the recent Q4 earnings report. Analyst Commentary Recent Street commentary on Andersons focuses on how the latest Q4 results and business mix feed into valuation, execution risk, and growth expectations.ANDE: Future Earnings Will Rely On Renewables Strength And Cost Discipline
Analysts have lifted Andersons' price target to $75 from $65, pointing to record Q4 earnings with strong Renewables pre tax profits and lower expenses, which helped offset softer Agribusiness results and support the current valuation framework. Analyst Commentary Recent Street research around Andersons centers on the record Q4 earnings print, the lift in the price target to $75, and the emphasis on Renewables performance versus softer Agribusiness results.ANDE: Future Earnings Resilience Will Hinge On Renewables Strength And Cost Discipline
The analyst price target on Andersons has moved from $65 to $75, with analysts pointing to record Q4 earnings driven by strong Renewables pre tax profits and lower expenses as the key support for this higher fair value view. Analyst Commentary Bullish Takeaways Bullish analysts see the move to a US$75 price target as supported by record Q4 earnings, which they view as a stronger earnings baseline for valuation work.ANDE: Renewables Strength And Earnings Visibility Will Drive Long Term Upside Potential
Analysts have raised their price target on Andersons to $75 from $65, citing strong Q4 earnings, particularly in Renewables, along with recent bullish research coverage as key supports for the higher fair value view. Analyst Commentary Bullish analysts highlight the recent price target move to $75 from $65 as a clear signal that they see more upside potential, supported by what they view as a stronger earnings profile and improved visibility across key segments.ANDE: Elevated Future P/E Reliance Will Drive Cautious View On Upside Potential
Narrative Update: Andersons Analysts have raised their price target on Andersons to $60.00, supported by fresh coverage that cites exceptionally high visibility into the business and a willingness to apply a higher future P/E multiple. Analyst Commentary Recent coverage frames Andersons as a name with strong business visibility and a willingness among some analysts to apply a higher future P/E multiple.The Andersons, Inc.'s (NASDAQ:ANDE) P/E Is Still On The Mark Following 26% Share Price Bounce
The The Andersons, Inc. ( NASDAQ:ANDE ) share price has done very well over the last month, posting an excellent gain...ANDE: Long Term Earnings Plan And Capital Returns Will Shape Balanced Outlook
Analysts have modestly adjusted their price views on Andersons, reflecting updated assumptions for discount rates, revenue growth, profit margins, and future P/E, and the fair value estimate remains at $65.00 per share. What's in the News The Andersons, Inc.ANDE: Long Term Earnings Plan And M&A Pipeline Will Drive Upside
Analysts have raised their price target for Andersons from $55 to $65, citing updated assumptions for discount rate, revenue growth, profit margin, and future P/E that they believe better reflect the company’s current outlook. What's in the News The Andersons, Inc.ANDE: Future Biofuel Policy And Acquisitions Will Shape Profit Outlook
Analysts have raised their price target on Andersons from US$50.00 to US$62.50, citing updated fair value estimates, a slightly lower discount rate, revised assumptions for revenue growth and profit margins, and an increased outlook for the future P/E ratio. What's in the News The Andersons, Inc.ANDE: Future EPS Outlook And M&A Plans Will Support Measured Upside Potential
Analysts have raised their price target on Andersons to approximately $60 from around $40, citing a lower perceived risk profile, expectations for stronger profit margins, and a more attractive future earnings multiple, despite moderating revenue growth assumptions. What's in the News President Trump is considering at least $10 billion in tariff funded aid for U.S. farmers, which could indirectly support agriculture focused companies such as Andersons as the sector grapples with trade related pressures (Wall Street Journal via periodical report).Andersons (NASDAQ:ANDE) Is Increasing Its Dividend To $0.20
The board of The Andersons, Inc. ( NASDAQ:ANDE ) has announced that it will be paying its dividend of $0.20 on the 23rd...ANDE: Future Farm Aid And Biofuel Policy Will Shape Profit Outlook
Analysts have nudged their price target for Andersons higher to reflect a modest increase in estimated fair value to 50.00 dollars, supported by slightly lower discount rate assumptions and largely unchanged expectations for long term revenue growth, profit margins, and future valuation multiples. What's in the News The U.S. administration is considering at least 10 billion dollars in tariff funded aid for farmers, which could potentially benefit major agriculture players including Andersons, Archer Daniels, Bunge, and others (Wall Street Journal).ANDE: Profit Margins Are Set To Improve Amid Changing Regulatory Landscape
Analysts have raised Andersons' price target slightly from $49.84 to $50.00, citing an improved profit margin outlook even as revenue growth expectations are moderating. What's in the News President Trump is considering a $10B or more aid package for U.S. farmers to offset tariff impacts.Why Andersons' (NASDAQ:ANDE) Shaky Earnings Are Just The Beginning Of Its Problems
Despite The Andersons, Inc.'s ( NASDAQ:ANDE ) recent earnings report having lackluster headline numbers, the market...Earnings Tell The Story For The Andersons, Inc. (NASDAQ:ANDE) As Its Stock Soars 26%
The Andersons, Inc. ( NASDAQ:ANDE ) shareholders have had their patience rewarded with a 26% share price jump in the...ANDE: Future Policy Decisions Will Shape Revenue Stability Amid Tariff Uncertainty
Analysts have reaffirmed their price target for Andersons at $49.84, citing stable revenue growth and profit margin projections as key factors supporting the previous valuation. What's in the News President Trump is considering providing at least $10 billion in aid to U.S. farmers to offset economic fallout from new tariffs.Analysts Lift Andersons Price Target Amid Improved Forecasts and Positive Policy Developments
Analysts have raised their price target for Andersons from $46.67 to $49.84. They cite improved revenue growth forecasts, higher projected profit margins, and a slightly lower discount rate as key factors behind the upward revision.Andersons' (NASDAQ:ANDE) Returns On Capital Are Heading Higher
If you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...Andersons (NASDAQ:ANDE) Has Announced A Dividend Of $0.195
The board of The Andersons, Inc. ( NASDAQ:ANDE ) has announced that it will pay a dividend on the 22nd of April, with...Andersons (NASDAQ:ANDE) Has A Pretty Healthy Balance Sheet
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...재무 상태 분석
단기부채: ANDE 의 단기 자산 ( $2.1B )이 단기 부채( $1.4B ).
장기 부채: ANDE의 단기 자산($2.1B)이 장기 부채($737.6M)를 초과합니다.
부채/자본 비율 추이 및 분석
부채 수준: ANDE 의 순부채 대 자기자본 비율( 61.4% )은 높음으로 간주됩니다.
부채 감소: ANDE의 부채 대비 자본 비율은 지난 5년 동안 138.7%에서 66.4%로 감소했습니다.
부채 범위: ANDE 의 부채는 영업 현금 흐름 ( 35.7% )에 의해 잘 충당되었습니다.
이자 보장: ANDE 의 부채에 대한 이자 지급은 EBIT(3.3x 적용 범위)로 잘 충당됩니다.
대차대조표
건전한 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/09/10 02:32 |
| 종가 | 2026/09/10 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
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| 분석가 컨센서스 추정치 | +3년 |
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| 시장 가격 | 30년 |
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| 지분 구조 | 10년 |
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| 경영진 | 10년 |
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| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
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산업 및 섹터 지표
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분석가 소스
The Andersons, Inc.는 10명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Benjamin Mayhew | BMO Capital Markets Equity Research |
| Eric Larson | Brean Capital Historical (Janney Montgomery) |
| Eric Larson | CL King & Associates, Inc. |